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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
526
Boyd Watterson Asset Management
Ohio
$317K -$93.8K -1,400 -23%
IA
527
IFP Advisors
Florida
$317K +$17.2K +257 +6%
DI
528
Diligent Investors
California
$314K -$10K -150 -3%
VFA
529
Voya Financial Advisors
Connecticut
$312K +$37.5K +560 +14%
MCM
530
Moore Capital Management
New York
$310K -$42.1K -628 -12%
MC
531
Moors & Cabot
Massachusetts
$304K -$30.1K -449 -9%
TBA
532
Tower Bridge Advisors
Pennsylvania
$303K
Capstone Investment Advisors
533
Capstone Investment Advisors
New York
$302K +$301K +4,500 New
WA
534
Waverly Advisors
Alabama
$290K
GC
535
Gratry & Company
Ohio
$285K +$284K +4,235 New
TPWA
536
TRUE Private Wealth Advisors
Oregon
$280K -$5.76K -86 -2%
PL
537
Parkwood LLC
Ohio
$279K +$278K +4,145 New
First Manhattan
538
First Manhattan
New York
$275K
PRS
539
Pinkerton Retirement Specialists
Idaho
$270K -$8.31K -124 -3%
GI
540
GAMCO Investors
Connecticut
$269K
NSAM
541
North Star Asset Management
Wisconsin
$269K
FMLI
542
Fukoku Mutual Life Insurance
Japan
$265K
S
543
SignatureFD
Georgia
$261K -$12.7K -190 -5%
JFA
544
JNBA Financial Advisors
Minnesota
$261K +$260K +3,876 New
SI
545
Stephens Inc
Arkansas
$260K -$6.56K -98 -2%
IC
546
InterOcean Capital
Illinois
$260K +$39.3K +586 +18%
HHMI
547
Howard Hughes Medical Institute
Maryland
$256K +$43.3K +647 +20%
AI
548
Atria Investments
North Carolina
$250K -$5.76K -86 -2%
DHFB
549
Dixon Hubard Feinour & Brown
Virginia
$248K
OWP
550
Obermeyer Wealth Partners
Colorado
$247K